Invst, LLC

Geoffrey Thomas is a financial advisor at Invst, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Woodbury Financial Services, Skyway Capital Markets, SC Distributors, and CNL Securities Corp. Outside of his advisory role, he hosts the podcast Financial Views with Local Brews and serves as the Board Treasurer for the Indiana Diaper Bank. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses a combination of fundamental, technical, and cyclical analysis to manage approximately $1.565 billion in assets for more than 2,100 clients.

Thomas Cudahy is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Invst, LLC since 2019. Prior to joining Invst, he worked at NYLife Securities LLC and New York Life Insurance Co from 2013 to 2019. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

Scott Jarred is a CFP® professional with 22 years of industry experience, currently serving at Invst, LLC since 2016. He has prior experience with Horizon Planning Group and Guardian Life Insurance, and he also leads Jarred Ventures LLC and previously operated Jarred Bunch Consulting LLC. Outside of advisory work, he dedicates time to real estate development projects through Jarred Holdings LLC. Invst, LLC provides financial planning, consulting, and investment management services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analyses to construct diversified portfolios and manages approximately $1.565 billion in assets.

Deborah Darchi is a CFP® and holds a Series 65 license, with nine years of industry experience. She has worked at Invst, LLC since 2021 and previously spent six years at Provise Management Group, LLC. Outside of her advisory role, she owns Debbee Dee, LLC, providing paraplanning consulting and financial planning services to other financial advisors, and is involved with Simpli Be LLC for Habit Finders Coaching. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, offering financial planning, investment management, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages about $1.565 billion in assets for over 2,000 clients through a team of 33 advisors.

Ethan Aguilar is a financial advisor at Invst, LLC in Indianapolis, holding a Series 65 credential. He has been with Invst since 2024 and is early in his professional career following his studies at Ball State University. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets with a team of 33 advisors and employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.

David Sutton is a financial advisor at Invst, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked in various roles at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. Sutton has experience across private client services and has been affiliated with Invst since 2023. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as institutional pension and profit-sharing plans. The firm offers a multi-disciplinary investment approach that incorporates fundamental, technical, and cyclical analysis, with a range of portfolio options and ongoing account monitoring.

David Mozeika is a financial advisor with Invst, LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Primerica Advisors. Outside of his advisory work, he is involved in entrepreneurial ventures such as developing a financial planning platform and managing a software company focused on cash flow and savings habits. Invst, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, providing financial planning, investment management, and retirement consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to manage portfolios that may include a variety of securities and third-party strategist models, with a notable scale in insurance brokerage activities.

Amanda Oakley is a Certified Financial Planner® (CFP®) with 20 years of industry experience. She has worked at Invst, LLC since 2019 and was previously with Commonwealth Financial Network from 2015 to 2019. Outside of her advisory role, she is also a licensed notary. Invst, LLC provides financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual and institutional clients. The firm manages approximately $1.565 billion in assets and employs a multi-disciplinary approach that includes fundamental, technical, and cyclical analysis to construct diversified portfolios.

James Barnash is a CFP® certificant with over 31 years of experience in the financial services industry. He currently serves as an advisor at Invst, LLC and has previously held roles at Ns Capital, LLC, SSN Advisory, Inc., and other firms. In addition to his advisory work, he has been involved in tax accounting and insurance services since 1988. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients, including high-net-worth individuals and pension plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages approximately $1.565 billion in assets across 33 advisors.

Lloyd Easters is a financial advisor with Invst, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with Jarred Bunch Consulting, LLC since 2016 and Guardian Life Insurance since 2014. Outside of his advisory role, Easters is involved in business and financial coaching and offers online and virtual courses. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual and institutional clients. The firm employs a multi-strategy approach combining fundamental, technical, and cyclical analysis, serving over 2,100 clients with approximately $1.565 billion in assets under management.

Dipen Mehta is a financial advisor at Invst, LLC with nine years of industry experience. He has held previous roles at Valor Capital Management, Prosperity Capital Advisors, and Protectio Investments LLC. Outside of his advisory work, he is involved in developing retirement planning tools through MyRetirementPlan.AI, Inc. and owns other business ventures including Super Amplify LLC and Elite Hockey Players LLC. Invst, LLC provides financial planning, investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to manage portfolios and serves over 2,000 clients with approximately $1.565 billion in assets under management.

Andrew Renz is a CFA® charterholder with two years of industry experience, currently serving as a financial advisor at Invst, LLC. His prior experience includes roles at Indiana University Health and RSM US LLP. Invst, LLC provides financial planning, consulting, investment management, and retirement plan consulting for individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors, using a combination of fundamental, technical, and cyclical analysis to build diversified portfolios.

Parker Snead is a financial advisor at Invst, LLC with a Series 65 credential and one year of industry experience. His prior work includes roles at Globe American Income and a lengthy tenure at Tampa Bay Brewing Co. Outside of finance, he has experience in the brewing industry. Invst, LLC offers financial planning, consulting, investment management, and retirement plan consulting services to individual clients and institutional plans. The firm employs a combination of fundamental, technical, and cyclical analysis to build diversified portfolios and manages approximately $1.565 billion in assets for over 2,100 clients.

Phillip Clark is a financial advisor with Invst, LLC in Indianapolis, IN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Jarred Bunch Consulting, LLC since 2016 and Sii since 2013. Outside of advisory work, he is a personal trainer, educating individuals on health and fitness. Invst, LLC provides financial planning, consulting, and investment management services to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm employs a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios and manages roughly $1.565 billion in assets for over 2,100 clients.

Kyle Riddle is a CFP® professional with nine years of experience in financial advising. He has been with Valeo Financial Advisors since 2015. Invst, LLC offers financial planning, consulting, discretionary and non-discretionary investment management, and retirement plan consulting to individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm manages approximately $1.565 billion in assets and employs a team of 33 advisors serving over 2,000 clients, utilizing a combination of fundamental, technical, and cyclical analysis to construct diversified portfolios.